EPISODE · Jul 15, 2026 · 48 MIN
TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
from The DeFi Report · host Michael Nadeau
Mike opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. Ryan and Mike audit the wins, misses, and process behind the performance.----📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ----🎯THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.cc/tdr-ythttps://thedefireport.io/friendshttps://obsidian.md/ https://obsidian.md/clipper https://thedefireport.transistor.fm/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Intro5:12 Portfolio Goals and Sleep Well10:46 Realized Gains and Bitcoin Alpha13:50 Unrealized Gains in Bear Market17:30 Lessons From the Bull Run23:34 Misses, Lessons, and Flexibility31:01 Current Portfolio Sectors36:52 Using TDR Pro With AI42:57 Transparency and Performance Updates46:33 Final Grade for the Year----Not financial or tax advice. For educational purposes only.
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TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
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